Anytime you need to plan anything, add a project to the calendar! This will help you be more successful in getting all project successfully planned and executed.
Working On Your First Project
Let's create your first project in your calendar. Hover-over the date you want to start your project and click +. Select the Project Type that best fits what you are going to start to work on. Learn more about Project Types here.
Add a title to your project, and fill in any other basic settings you find useful, then click Create.
The title can be anything that you are wanting to plan like, "Bowling Blog Post," "Garage Sale Social Campaign" or "Company Picnic."
Inside a project, begin to create tasks for yourself to help you finish your goal. Keep it simple at first so you do not overwhelm yourself. You can also use the Blog Post default Task Template to help you get started even faster.
However, you can also create your own list of tasks from scratch. Some ideas to start, if working on a blog post, could be "Write the first draft," "Create graphics," "Schedule social messages" and "Final blog post edit." If you are planning an event, think of all the little errands you need to run before that event.
Once you begin to work on your tasks, house all of your ideas, images, or copy inside the project by using various attachments. As marketers, we are used to having to work with many different tools, but with CoSchedule you can organize and coordinate all processes inside of each project you create.
The key to being successful with your marketing plan will be to start small then slowly build. Same goes for getting started on your new marketing calendar. Don't feel the need to get everything in CoSchedule right away. Start with a couple of key projects or campaigns and build from there. You will be surprised how full your calendar will get in a couple of minutes.
Let's now learn about creating our first social campaign.